See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,330 | $100,970+63.7% | $96,576+71.2% | $137,256+20.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.89% | 38.16%-22.3pp | 38.47%-22.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,264 | $3,809-66.8% | $3,553-64.4% | $4,156-69.6% |
| Participant deferral / active EE | $5,996 | $8,286-27.6% | $7,956-24.6% | $6,407-6.4% |
| Admin fee / account holder | $42,456 | $11,312+275.3% | $11,381+273.0% | $12,270+246.0% |